Pershing LLC, an affiliate of The Bank of New York Mellon

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Pershing LLC, an affiliate of The Bank of New York Mellon Employees

Employee
Years
Job
Industry
George J Limberis George J Limberis Greater New York City Area Details
George J Limberis's Pershing LLC, an affiliate of The Bank of New York Mellon Experience October 2006 - Present
Job Vice President, Pershing LLC
Industry Financial Services
Experience
Pershing LLC, An Affiliate of the Bank of New York Mellon   October 2006 - Present
Fidelity Investments  2003 - 2006

Skills
Market Data, Contract Negotiation, Series 7, Equities, Securities, Vendor Management, Presentations, Strategy, Financial Services, Portfolio Management, Back Office, Equity Research, Analytics, CRM

Education
Georgetown University - The McDonough School of Business   2000 — 2002
MBA

Brandeis University   1990 — 1993
B.A., Economics

Vanessa Oligino Vanessa Oligino Greater New York City Area Details
Vanessa Oligino's Pershing LLC, an affiliate of The Bank of New York Mellon Experience February 2006 - June 2010
Job Director, RIA Practice Management Driving Growth and Efficiency for Advisors
Industry Financial Services
Experience
TD Ameritrade  June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon   February 2006 - June 2010
Citigroup  October 2004 - February 2006
JPMorgan Chase  September 2000 - October 2004

Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing

Education
University of Pennsylvania   1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature

Anthony Holman, AIF® Anthony Holman, AIF® San Diego, California Details
Anthony Holman, AIF®'s Pershing LLC, an affiliate of The Bank of New York Mellon Experience October 2006 - September 2011
Job Assistant Vice President at LPL
Industry Financial Services
Experience
LPL Financial  March 2011 - Present
Pershing LLC, An Affiliate of the Bank of New York Mellon   October 2006 - September 2011
Pershing LLC, An Affiliate of the Bank of New York Mellon   January 2005 - October 2006
Merrill Lynch  October 1999 - December 2005
ABN AMRO Bank N.V.   October 1997 - October 1999

Skills
Product Management, CRM, Business Development, Sales, Training, Product Development, Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Fixed Income, Wealth Management

Education
Elmhurst College   1990 — 1993
BS, Psychology

Kendall College   1986 — 1988
Associate's degree, Business Administration and Marketing

Kelly Caffrey (Joinnides) Kelly Caffrey (Joinnides) Greater New York City Area Details
Kelly Caffrey (Joinnides)'s Pershing LLC, an affiliate of The Bank of New York Mellon Experience June 2006 - July 2009
Job B2B Marketer leading a high performing team responsible for Lead Generation, Brand Advertising, and Digital Marketing
Industry Financial Services
Experience
TD Ameritrade Institutional  September 2011 - Present
TD Ameritrade  July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon   June 2006 - July 2009
Deloitte  2005 - 2006
Deloitte  2001 - 2005
Smith Barney  2000 - 2001
Smith Barney  1996 - 2001

Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation

Education
Fordham Gabelli School of Business   2001 — 2008
MBA, Marketing

Saint Michael's College   1991 — 1995
Bachelor of Arts (B.A.), English Literature

Summit High School   1987 — 1992

James LeGrand James LeGrand Orlando, Florida Area Details
James LeGrand's Pershing LLC, an affiliate of The Bank of New York Mellon Experience March 2006 - Present
Job Vice President, Global Wealth Management PMO
Industry Financial Services
Experience
Pershing LLC - an affiliate of the Bank of New York Mellon  March 2006 - Present
Accenture  February 2004 - March 2006
CitiStreet  August 1997 - February 2003
PricewaterhouseCoopers  October 1996 - August 1997
Prudential  June 1992 - October 1996
MetLife  December 1995 - May 1996

Skills
Project Planning, Public Speaking, Coaching, Scope Management, Program Management, Process Improvement, Business Process..., Risk Management, MS Project, SDLC, Change Management, Team Building, PMO, Project Portfolio..., Requirements Analysis, Strategic Planning, Team Leadership, Business Analysis, Customer Relations, Customer Service, Leadership, IT Strategy, Public Relations, Project Management, Strategy, Product Management, Management, Vendor Management, Budgets, Analysis, Business Requirements, PMP, Enterprise Architecture, Software Development, Executive Management, CRM, Visio, Outsourcing, Software Project..., Business Process, Integration, IT Management, Financial Services, Project Delivery, Resource Management, Enterprise Software, Requirements Gathering, Business Intelligence, Governance, Cross-functional Team...

Education
Seton Hall University   1988 — 1992
BS, Management Information Systems

Angelo Tamburri Angelo Tamburri Greater New York City Area Details
Angelo Tamburri's Pershing LLC, an affiliate of The Bank of New York Mellon Experience 1996 - 2004
Job Managing Director at Bank of New York
Industry Information Technology and Services
Experience
Bank of New York Mellon  June 1996 - Present
Bank of New York Mellon  1996 - Present
BNY Mellon  1996 - Present
Pershing LLC, An affiliate of The Bank of New York Mellon   1996 - 2004
Pershing LLC  1998 - 2003

Skills
Disaster Recovery, Vendor Management, Cloud Computing, IT Service Management, Virtualization, Business Continuity, IT Management, Business Analysis, ITIL, Risk Management, Enterprise Architecture, IT Strategy, Data Center, Security, SDLC, Information Security, Governance, Infrastructure, PMP, IT Operations, Outsourcing, Network Security, Information Technology, Information Security..., Project Portfolio..., CISSP, Enterprise Software, Servers, System Deployment, Incident Management, Unix, SaaS, Service Delivery, PMO, Project Delivery, Financial Services, Integration, Business Process, Professional Services, Business Process..., Solution Architecture, Program Management, Service Management, Cisco Technologies

Education
Polytechnic University   1995 — 1997
Master's of Science, Telecommunications and Computing Management

Seton Hall University
BA, Political Science

Gates Hawn Gates Hawn Phoenix, Arizona Area Details
Gates Hawn's Pershing LLC, an affiliate of The Bank of New York Mellon Experience 1981 - 2002
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc  2002 - Present
Credit Suisse First Boston  2000 - 2002
Credit Suisse  2000 - 2002
DLJdirect and CSFBdirect   1995 - 2002
DLJdirect  1992 - 2002
Pershing LLC  1981 - 2002
DLJ  1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon   1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette   1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation)   1981 - 2001

Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading

Education
Williams College   1966 — 1970

Deerfield Academy   1964 — 1966

Institut Le Rosey   1962 — 1964

Ted Gullo Ted Gullo Greater New York City Area Details
Ted Gullo's Pershing LLC, an affiliate of The Bank of New York Mellon Experience 2007 - Present
Job Vice President, Pershing LLC
Industry Financial Services
Experience
Pershing LLC, an affiliate of The Bank of New York Mellon   2007 - Present
TIAA-CREF  August 2004 - September 2007
Ernst & Young  1998 - 2003
Portman Companies   1992 - 1994

Skills
Marketing, Marketing Strategy, Financial Services, Strategic Planning, Management, Leadership, Business Development, Strategy, Investments, CRM, Marketing Communications, Integrated Marketing, Sales, Mutual Funds, Relationship Management

Education
Le Moyne College   1988 — 1992
Bachelor of Arts (BA), English/Communications

Marist High School   1986 — 1988

Sarah Renner Sarah Renner Greater New York City Area Details
Sarah Renner's Pershing LLC, an affiliate of The Bank of New York Mellon Experience September 2002 - Present
Job Product Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing LLC, an affiliate of The Bank of New York Mellon   September 2002 - Present
Pershing Advisor Solutions  July 2005 - December 2007

Education
Drew University   1994 — 1998
BA, Biology, Sociology

Stephen Leitch Stephen Leitch Orlando, Florida Area Details
Stephen Leitch's Pershing LLC, an affiliate of The Bank of New York Mellon Experience 2009 - Present
Job Margin Associate, Pershing LLC.
Industry Financial Services
Experience
Pershing LLC an Affiliate of The Bank of New York Mellon  2009 - Present

Education
University of Florida   2007 — 2008
M.S.

University of Florida   2003 — 2007
B.S.